Skip to content
Disclosery

NewSquare Capital LLC: PDP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewSquare Capital LLC on PDP, newest first. How the timeline and the estimate are built.

NewSquare Capital LLC held 129,102 PDP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,102 shares
    Change vs previous 13F +20,986 shares

    1.46% of the 13F portfolio, value $19,588,646.

    13F-HR 0001546989-26-000003 filed by NewSquare Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 108,116 shares
    Change vs previous 13F -97,285 shares

    1.14% of the 13F portfolio, value $13,054,402.

    13F-HR 0001546989-26-000002 filed by NewSquare Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 205,401 shares
    Change vs previous 13F -101,997 shares

    2.11% of the 13F portfolio, value $23,909,560.

    13F-HR 0001546989-26-000001 filed by NewSquare Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 307,398 shares
    Change vs previous 13F -4,260 shares

    2.46% of the 13F portfolio, value $36,289,779.

    13F-HR 0001546989-25-000006 filed by NewSquare Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 311,658 shares
    Change vs previous 13F -16,372 shares

    2.52% of the 13F portfolio, value $33,842,942.

    13F-HR 0001546989-25-000005 filed by NewSquare Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 328,030 shares
    Change vs previous 13F -9,220 shares

    2.68% of the 13F portfolio, value $32,796,439.

    13F-HR 0001546989-25-000002 filed by NewSquare Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 337,250 shares
    Change vs previous 13F -7,431 shares

    2.9% of the 13F portfolio, value $36,291,473.

    13F-HR 0001546989-25-000001 filed by NewSquare Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 344,681 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $35,591,760.

    13F-HR 0001546989-24-000005 filed by NewSquare Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).